Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Oliver White, UK Head of Sales, said, “We are delighted to welcome ICBC Standard Bank to our growing family of clients. As the global industry standard for Client Lifecycle Management, Fenergo remains at the forefront of the “perfect storm”, protecting financial institutions from the impacts of increasing regulatory demands by working closely with our clients to develop and deliver solutions that improve how and with whom they do business.

“By integrating with numerous industry and AML data providers, as well as KYC utilities, our solutions can consume, process and route this data to all internal and downstream trading systems. This creates a true single view of the client, enabling a true end-to-end Regulatory Onboarding and Client Lifecycle Management process, all on a single platform. This is what makes Fenergo different”.

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Client Onboarding Lifecycle Management

Fenergo Client Onboarding Lifecycle Management (COLM) is an end-to-end, out-of-the-box solution that enables financial institutions to provide a quick and efficient onboarding process for new and existing clients.